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Dirk Enderlein, CFA
Equity Portfolio Manager

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Long-short Europe Geopolitical WELLSaid Podcast Podcast
Long/short investing in a changing Europe
European markets are rapidly evolving. In the latest episode of WellSaid, portfolio manager Dirk Enderlein joins host Thomas Mucha to discuss how long/short investors can potentially make the most of the changes.
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Dirk Enderlein, CFA

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24:43 min
Podcast
1048358188
Long-short Europe Volatility Alternatives Market disruptions Interest rates Inflation Alternatives investing Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Long/short investing in European equities' growing dispersion 

We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.

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By

Dirk Enderlein, CFA

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Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Europe Equity Macro and market Alternatives investing Financials Quick Take Alternatives
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European stocks: Regime change and the valuation gap

Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.

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By

Dirk Enderlein, CFA

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Quick Take
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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